DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Peter Scott Hoerber
Feed of 09/15/2026
At current firm
2 y
since Apr 23, 2024
In the industry
34 y
since Sep 1, 1992 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Northwest Capital Management Inc. institutional currentsince Apr 26, 2024 · Port Orchard, Wa
- Cwm, LLC BD affiliated currentsince Apr 23, 2024 · Lake Oswego, Or
- Missionsquare Retirement BD affiliatedMay 31, 2002 to Apr 15, 2024 · Olympia, Wa
Moves
a registration end followed by a registration begin elsewhere
- Missionsquare Retirement to Cwm, LLCleft Apr 15, 2024, registered Apr 23, 2024 (8 days) · Other
Signals
- Peter Scott Hoerber left Missionsquare Retirement for Cwm, Llc (registered 2024-04-23)Apr 15, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address